See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,332 | $177,572+5.5% | $154,803+21.0% | $142,382+31.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.10% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $576 | $4,810-88.0% | $4,305-86.6% | $4,299-86.6% |
| Participant deferral / active EE | $21,375 | $6,272+240.8% | $5,540+285.8% | $6,507+228.5% |
| Admin fee / account holder | $1,500 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |